Reading any headlines that incorporate words like “collapse”, “failure” and “bank” in any order is bound to trigger some anxiety. For me, my mind vividly flashes back to a workday in 2008 when I sat at my desk at my job with JP Morgan, frantically reading updates...
A few months ago, I was exercising at my gym and briefly rested on a piece of equipment as a raucous gaggle of early 20-something dudes wandered past. I sipped from my water bottle and raised an eyebrow as I did a brief inventory of the group, noticing the abundance...
The year was 2006. I was young(er), single and, by that time, had spent about four years building an adventuresome new life as a transplant in Denver, Colorado. This was also just about the age when friends – both old and new – started to couple up, and I...
By Adam Burch, CFP®, Client Wealth Specialist The SECURE Act, signed into law in late 2019, brought a number of changes to retirement plan rules. Some of these changes were fairly minor but others, like the delaying of Required Minimum Distributions to age 72 and the...
To be honest, I have never been a big New Year’s Eve kind of guy. When I was in my early-to-mid twenties, sure, I enjoyed a good New Year’s Eve party here and there. These days, however, I am the guy who watches the packed crowds in Times Square on television and...
With November concluded and the holiday season approaching, I seem to grow increasingly more nostalgic as each day passes. Maybe it is the winter weather and holiday lights popping up throughout our town. Maybe it is the fact that my family is finally settled and...
